PPMdesk
HVAC and air conditioning

HVAC job management software
for air conditioning contractors.

Split systems, VRF, chillers and fan coils across hundreds of sites, each needing its service, its leak checks and its records. PPMdesk is HVAC job management software that keeps every unit with its refrigerant and history, gives engineers the right job sheet for each one, and makes sure only certified engineers are sent.

  • 14-day free trial
  • No card needed
  • Cancel anytime
Air conditioning units in the PPMdesk asset register
Every unit, every visit

Outdoor units, indoor units and what they hold

Each unit is on the register with its make, model, serial number, refrigerant type and charge, and which outdoor unit an indoor unit runs from. A photo of the rating plate fills those in. Service plans cover the units at each site, and each visit has a job sheet per unit.

  • Refrigerant type and charge recorded on each unit
  • Indoor units linked to the outdoor unit they run from
  • Rating plates read from a photo on site
Asset register of indoor and outdoor units
Job sheets

Filters, coils, drains, leak check, refrigerant added

The engineer works through each unit on their phone: filters cleaned, coils checked, condensate drain clear, controls tested, leak check passed or failed, pressures and refrigerant added. A failed check becomes a fault with photos and a price, ready to quote.

An air conditioning job sheet on a phone

Built around how HVAC firms work

F-gas certificates

Each engineer's certificate tracked, and an engineer whose certificate has expired is not suggested for refrigerant work.

Subcontracted work

Specialist subcontractors offered jobs by link, with their certificates checked first.

Leak and drain call-outs

Client emails about leaks become drafted jobs with the unit identified.

Remedials

Failing compressors, cracked casings and old units turned into quotes.

Planned visits

Quarterly or twice-yearly service plans per site, visits raised on time.

Visit reports

A report for the client with readings, photos and signature.

HVAC and air conditioning FAQs

Does PPMdesk record refrigerant for F-gas records?

Each unit records its refrigerant type and charge, and each service job sheet records the leak check and any refrigerant added, kept against the unit's history. Use the fields your own F-gas procedures need; the job sheet templates can be changed.

Can it stop uncertified engineers being sent?

Yes. Trades list the certificates their work needs. When PPMdesk suggests who should do a job, anyone whose certificate is missing or expired is not suggested, and the reason is shown.

GDPR tools

Retention periods you set, data exports, and records removed when they should be.

Your firm's data, separate

Every firm's data is kept apart, with roles for owners, admins and office staff.

Two-factor sign-in

A code from a phone as well as a password, and you can require it for your whole team.

Encrypted

Encrypted on every connection, with sensitive details encrypted again in the database.

A record of everything

Every email, visit, signature and change is kept on the job, so you can show what happened.

Run your air conditioning contracts in one place.

Import your sites and units and see this year's service visits laid out.

  • 14-day free trial
  • No card needed
  • Cancel anytime